Avidity Partners Management’s Oruka Therapeutics ORKA Stock Holding History

Avidity Partners Management’s Portfolio ORKA Stock Details ORKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.4M	Hold	760,424	–	–	11.59%	3
2026 Q1	$37.3M	Buy	760,424 +100,000	+15%	+$3.48M	7.55%	3
2025 Q4	$20M	Hold	660,424	–	–	5.77%	4
2025 Q3	$12.7M	Buy	660,424 +308,300	+88%	+$4.57M	2.89%	5
2025 Q2	$3.95M	Hold	352,124	–	–	0.79%	35
2025 Q1	$3.61M	Hold	352,124	–	–	0.69%	44
2024 Q4	$6.83M	Sell	352,124 -438,802	-55%	-$10.7M	0.67%	48
2024 Q3	$19.4M	Buy	790,926 +707,593	+849%	+$24.6M	0.99%	40
2024 Q2	$3.83M	Buy	+83,333	New	+$3.32M	0.16%	73

Other funds holding ORKA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Avidity Partners Management's ORKA Position: Q2 2026 in Review

Avidity Partners Management held its Oruka Therapeutics (ORKA) position steady in Q2 2026 at 760,424 shares worth $72.4M. The position accounts for 11.59% of the portfolio, ranked #3.

Avidity Partners Management first reported a position in ORKA in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold ORKA as of Q2 2026.

Avidity Partners Management held 760,424 shares of Oruka Therapeutics worth $72.4M as of Q2 2026.
Avidity Partners Management left its Oruka Therapeutics share count unchanged in Q2 2026.
Oruka Therapeutics made up 11.59% of Avidity Partners Management's portfolio in Q2 2026, its #3 holding.
Avidity Partners Management first reported a position in Oruka Therapeutics in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held Oruka Therapeutics as of Q2 2026.

Based on Avidity Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.